Director-Financial Reporting -Net Patient Revenue-ABQ Presbyterian Healthcare ServicesDirector-Financial Reporting -Net Patient Revenue-ABQCAStarting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, employees, board members, and other volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans. This role will play a central part in implementing new revenue analytics and estimation technologies, including Kodiak Revenue Cycle Analytics, while partnering with Revenue Cycle, Government Reimbursement, Financial Reporting, and Operational leadership to enhance reporting accuracy and support critical business decisions.
Senior Registered Client Service Associate (Newport Beach, CA) Raymond James Financial IncSenior Registered Client Service Associate (Newport Beach, CA)Newport Beach, CA$55,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Client Specialist BairdClient SpecialistBell, PennsylvaniaResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
Senior Wealth Planning Associate Gerber KawasakiSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
Senior Wealth Planning Associate Gerber Kawasaki Wealth & Investment Management IncSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients financial lives.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)California, CARemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
Market Director Thrivent Financial for LutheransMarket DirectorLos Angeles, CA$145,000–$211,000 / yearThe base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. DUTIES & RESPONSIBILITIES: Attract and Retain Talent: Build and execute a plan to recruit quality talent by developing trusting relationships within broad networks, leverage and grow your personal centers of influence (COI) to obtain referrals for talent to fit across channels.
SVP, Private Client CRE Lending Officer - RJ Bank Raymond James Financial IncSVP, Private Client CRE Lending Officer - RJ BankLos Angeles, CA$175,000–$225,000 / yearUnder minimal supervision and with a high level of autonomy, the SVP / Senior Private Client Lending CRE Officer will use extensive CRE Lending experience to originate, structure, underwrite, and manage customized CRE Lending solutions for HNW and UHNW clients of Raymond James. As the West Coast's Senior Private Client CRE Lending Officer, you will serve as the primary banking partner to top-tier Financial Advisors and their HNW/UHNW clients, with significant autonomy, national support, and long-term franchise-building potential.
Receptionist Ultimate Staffing ServicesReceptionistIrvine, California$20–$21 / hourThis role is more of an entry-level position and ideal for someone who enjoys interacting with people, has strong customer service skills, and is interested in building office and administrative experience within a stable, growing company. The chosen candidate will work alongside one other receptionist and support attorneys and financial advisors by managing front desk operations, phone calls, and general office coordination.
Advanced Sales Field Director Pacific LifeCorpAdvanced Sales Field DirectorNewport Beach, CARemote$180,000–$190,000 / yearThe Advanced Sales Director provides technical and marketing support to financial advisors, professional advisors, field management and other support personnel in furtherance of advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets. How you'll help us move forward: Provide exceptional advanced case design support to Pacific Life recruiters, financial advisors, and professional advisors in the areas of estate, retirement, business, and charitable planning.
Wealth Market Manager Wilmington TrustWealth Market ManagerLos Angeles, CaliforniaBachelor's degree and a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years’ higher education and/or work experience, including a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
J.P. Morgan Wealth Management - Vice President, Custom Lending Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Custom Lending SpecialistLos Angeles, CAWorking within an integrated platform across wealth management, valuation, and transaction partners, you will contribute to financing solutions that unlock liquidity from illiquid or complex assets while maintaining disciplined risk management, strong execution, and a consistent client experience. Serve as a primary point of contact for Financial Advisors and Market Leadership by providing guidance on JPMorganChase lending products and credit solutions across CRE, unsecured, restricted stock and concentrated equity, and other tailored structures.
Associate, Internal Sales The TCW Group, Inc.Associate, Internal SalesLos Angeles, CA$80,000–$90,000 / yearThe Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyLos Angeles, CA$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
NewClient Service Associate Financial Planner RecruitingClient Service AssociateBurbank, CaliforniaHands-on experience with custodial or broker-dealer platforms (e.g., Schwab Advisor Center, Fidelity), including independently processing account paperwork and service requests end-to-end. This is a fast-paced, high-ownership, full-time, in-office client service role where you will work closely with our Head of Client Service and advisory team to deliver an exceptional client experience.
>>>> Seeking College and Career Advisors or teachers to teach parents PARENT EDUCATION BRIDGE FOR STUDENT ACHIEVEMENT FOUNDATION LLC>>>> Seeking College and Career Advisors or teachers to teach parentsLos Angeles, CAFull timePresent workshops on different topics such as: Technology, Parent, ESL: Language Developement, College and Career Readiness, etc. San Fernando Valley, San Gabriel Valley, Long Beach, West Los Angeles.
Financial Advisor Bank of MontrealFinancial AdvisorTorrance, CA$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
NewUniversity Administration Financial Aid Advisor West Coast University, Inc.University Administration Financial Aid AdvisorIrvine, California$31.36–$42.34 / hourFull timeUA Financial Aid Advisors support students beginning their education at West Coast University (WCU) and those actively attending by providing support to ensure that students are properly packaged for each academic year as needed for all WCU locations. A successful UA Financial Aid Advisor will enjoy working collaboratively in a fast-paced environment, be detail oriented with strong follow-up skills, communicate in a friendly and compassionate manner and thrive in an environment where new tasks and projects are available to grow their skillset.
Financial Solutions Advisor - Registration Candidate - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Northwest Houston AreaCypress, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Business Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese Required Bank of America CorpBusiness Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese RequiredWestminster, CA$26–$34.67 / hourResponsibilities:Recommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experienceRequired Qualifications:Bilingual Vietnamese required. On screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients.